Everyone is watching AMD's GPU ramp, but a quieter force inside the data center may be the one that actually drives the stock through 2027. Here is why most investors have their…
Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) stock trades at $418.90, down 3% even after the chipmaker posted a sixth consecutive quarter of record profit. A record report from the world’s…
Optical networking suppliers are sliding again, and Applied Optoelectronics (NASDAQ:AAOI) stock is falling the most as doubts about how artificial intelligence (AI) infrastructure gets funded spread through the group. Applied Optoelectronics stock…
Intel and Qualcomm both showed up to earnings with a fresh AI identity, but investors have been voting with their feet ever since. One company is already cashing AI checks while the…
Jensen Huang says AI tokens are now productive and profitable, and NVIDIA keeps converting that claim into cash at a pace that makes its nearest rivals look like bystanders. Here is why…
Intel just posted its strongest revenue growth in fifteen years, yet the stock carries a beta that turns any road to recovery into a white-knuckle ride. Here is what the numbers reveal…
Intel has shed a fifth of its value since September while burning through billions in its foundry division, and the round-number level traders have been watching now sits within arm's reach of…
Broadcom's CEO stood before a room of investors and called them casino gamblers, then turned around and raised his own AI revenue guidance. The contradiction points to three separate warnings buried in…
Intel and AMD have each tripled their value in a matter of months, leaving shareholders staring down a decision that cuts both ways. The case for staying in is compelling, and so…
KLA builds the machines that catch chip defects before they become costly scrap, and that narrow specialty turned one quiet semiconductor stock into one of the market's most surprising long-term compounders. Here…
Intel shares have already surged more than 200% this year, but Wall Street still calls the stock a hold. Here is what bulls and skeptics are each missing about where INTC goes…
TSMC prints the chips and ASML prints the machines that make them possible, but five years from now only one of these AI supply chain giants looks positioned to justify its valuation…
Nvidia grabs the AI headlines, but every leading-edge chip it sells has to pass through one company's factories first, and that company trades at a fraction of its biggest customer's valuation.
A chipmaker that lost billions last year now commands a valuation that dwarfs two of the world's most profitable consumer giants, and the math holding that together is razor thin.
Chip stocks are under pressure as rising long-term Treasury yields and a sharp jump in oil prices revive inflation worries, with the selling reaching the artificial intelligence (AI) trade hardest. Intel (NASDAQ:INTC…
